As a fee-only financial planning firm, we do not charge based on transactions or investment type. Instead, we charge a flat fee for our services.
We offer three options to help you achieve your financial goals.
Three hours of business and financial coaching/training on any financial topic to help you build financial literacy, business acumen, and wealth mindset. Hours must be utilized within two months of the first session.
You are free to invest where you want; you don't have to invest with us
Three different structures to fit your needs
Our pricing structure is designed to afford you all of our attention